LDM & Associates Inc is a Sales Area for Afortus Financial.
LDM & Associates Admin Office
Lee is the owner and founder of LDM & Associates. He has been in the business for over 15 years and has helped thousands of families achieve financial goals. He has a natural ability to work through the financial planning process to help clients reach their financial goal.
With over 30 years of management background, Brad knows what is needed in the field for success and works to assist each agent in pursuit of their goals.
Judith manages the day to day operations of the office. She takes and directs all phone calls, plans and executes client events, manages our client appreciation system, schedules client annual reviews, maintains the flow and appearance of our workplace and much more!
Kayla handles our bookkeeping. She also assists with client appreciation events.
Courtney assists with the agent side of business as well as the client side. She guides new agents though orientation and training, helps coordinate events, and assists with processing and submitting applications for clients.
Key referral partner for investment and wealth management advice
Peggy has been a key player in growing and maturing the LDM business and culture. As Lee Miles’ personal assistant, Peggy is very experienced in all aspects of the business. Previous to 2013, Peggy handled all the processing for multiple regions. She truly has a passion for service and seeing others (win).
Vice President- Advanced Annuity Sales
Dave Petersen is the Senior Marketing Consultant for TruChoice Financial Group. LDM has worked closely with Dave as we help our clients find safe and secure savings strategies. You can rely on him to find ideas, tactics or strategies that will not complicate your life.